Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.94%
2 PSCH 1.43%
3 RFV 1.24%
4 FXH 0.76%
5 RZV 0.53%
6 BTEC 0.53%
7 NIXT 0.53%
8 USVM 0.38%
9 SMDY 0.35%
10 HSMV 0.34%
11 PAMC 0.34%
12 SLYV 0.30%
13 IJS 0.30%
14 VIOV 0.29%
15 FYT 0.27%
16 IHI 0.24%
17 AVSC 0.24%
18 DFSV 0.21%
19 CSML 0.19%
20 EES 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.16M (12.70%) 1.50M
Increased by +20.99%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 6.21M (11.01%) 44.63K
Increased by +0.72%
Mar 31, 25
3 Vanguard Group Inc 6.11M (10.83%) 621.07K
Increased by +10.17%
Mar 31, 25
4 American Century Companies Inc 3.52M (6.25%) 369.48K
Increased by +10.48%
Mar 31, 25
5 Davenport & Company LLC 3.07M (5.45%) 289.64K
Increased by +9.43%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.93M (5.19%) 27.89K
Increased by +0.95%
Mar 31, 25
7 Royce & Associates, LP 2.49M (4.42%) 20.23K
Increased by +0.81%
Mar 31, 25
8 State Street Corp 1.89M (3.36%) 162.41K
Increased by +8.57%
Mar 31, 25
9 Millennium Management LLC 1.88M (3.33%) -38.97K
Decreased by -2.07%
Sep 30, 24
10 Diamond Hill Capital Management Inc 1.87M (3.32%) -918.91K
Decreased by -49.07%
Mar 31, 25
11 Thrivent Financial For Lutherans 1.82M (3.23%) -4.91K
Decreased by -0.27%
Jun 30, 24
12 State Street Corporation 1.56M (2.77%) -1.28K
Decreased by -0.08%
Mar 31, 24
13 Hood River Capital Management LLC 1.44M (2.56%) 781.15K
Increased by +54.15%
Mar 31, 25
14 River Road Asset Management, LLC 1.39M (2.47%) 153.53K
Increased by +11.03%
Mar 31, 25
15 Channing Capital Management, LLC 1.26M (2.24%) -450.39K
Decreased by -35.69%
Sep 30, 24
16 Bank of America Corp 1.16M (2.05%) 163.26K
Increased by +14.12%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.11M (1.96%) 275.42K
Increased by +24.90%
Mar 31, 25
18 Goldman Sachs Group Inc 1.07M (1.89%) 563.41K
Increased by +52.74%
Dec 31, 23
19 Citadel Advisors Llc 994.28K (1.76%) 720.50K
Increased by +72.47%
Dec 31, 24
20 Boston Partners Global Investors, Inc 970.98K (1.72%) -77.55K
Decreased by -7.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.41M (6.05%) 0.00
Increased by 0.00%
May 31, 25
2 T. Rowe Price Mid-Cap Growth 3.00M (5.31%) -3.60K
Decreased by -0.12%
Mar 31, 25
3 T. Rowe Price US Mid-Cap Growth Equity 3.00M (5.31%) -4.90K
Decreased by -0.16%
Mar 31, 25
4 American Century Small Cap Value Inv 2.67M (4.72%) 215.00K
Increased by +8.07%
Mar 31, 25
5 American Century U.S. Small Cap Value 2.67M (4.72%) 215.00K
Increased by +8.07%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.91M (3.38%) 2.44K
Increased by +0.13%
May 31, 25
7 iShares Core S&P Mid-Cap ETF 1.79M (3.18%) 3.54K
Increased by +0.20%
Nov 27, 24
8 Vanguard US Total Market Shares ETF 1.77M (3.14%) 1.59K
Increased by +0.09%
Sep 30, 24
9 Vanguard Small Cap Index 1.44M (2.54%) 5.32K
Increased by +0.37%
May 31, 25
10 Davenport Small Cap Focus 1.14M (2.02%) 14.63K
Increased by +1.28%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 923.59K (1.64%) -867.00
Decreased by -0.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 875.40K (1.55%) 6.40K
Increased by +0.73%
May 31, 25
13 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 858.80K (1.52%) 32.40K
Increased by +3.77%
Mar 31, 25
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 858.80K (1.52%) 32.40K
Increased by +3.77%
Mar 31, 25
15 Thrivent Small Cap Stock A 845.66K (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
16 Hood River Small-Cap Growth Instl 823.96K (1.46%) 502.85K
Increased by +61.03%
Mar 31, 25
17 Royce Premier Invmt 798.63K (1.42%) 100.36K
Increased by +12.57%
Mar 31, 25
18 Royce Small-Cap Premier Quality 798.63K (1.42%) 100.36K
Increased by +12.57%
Mar 31, 25
19 Davenport Equity Opportunities 778.31K (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA US Small Cap Value I 755.67K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25